Purge Purchase Orders

Purging closed purchase orders removes the header and detail records from the system.

When you purge POs, the system deletes all related submittal, change order, compliance tracking, and receipt detail records. The purge process does not update PM Subcontract Detail or the item detail in PM Material Detail.
Note: You must purge purchase orders here before purging any associated AP invoices.

You can filter POs by job range and/or purchase order range. Once you have finished filtering, you can select specific POs for purging.

To purge purchase orders:

  1. Open the PO Purge form (Purchase Order > Programs > PO Purge).
  2. Select the Purchase Orders tab.
  3. In the Purge POs Closed Through Month field, select a month and year.
  4. If you want to purge the POs associated with a specific job, or a range of POs, use the Restrict by Job and Restrict by PO# fields accordingly.
  5. To purge any requisitions that relate to the purchase orders, select the Purge Related Requisitions checkbox.
  6. Select Update.
    All purchase orders that meet the filtering criteria are listed in the Available Purchase Orders section.
  7. In the Available Purchase Orders section, select purchase orders to purge using one of the following methods:
    • Highlight only the purchase orders that you want to purge and select Add.
    • Choose all listed purchase orders by selecting Add All.
    The selected purchase orders display in the Purchase Orders to Purge section.
    Tip: You can use the Remove, or Remove All buttons to move POs from the Purchase Orders to Purge section to the Available Purchase Orders section.
  8. Once all of the POs you want to purge are listed in the Purchase Orders to Purge section, select Purge.
  9. In the dialog box that appears, select Yes.